Thunder Road Report- Silver: The Best Asset Right Now in the World

February 12, 2013 By 11 Comments

myelchreestPaul Mylchreest has released the latest MUST READ Thunder Road Report titled Silver: Right Now (probably) the Best Asset in the World.
Mylchreest examines silver’s cyclical trends and charts, and suggests silver is ready to place new all-time nominal highs by this August.

For more than a century, the silver price has correlated most closely with a cycle based on the combination of two further statistically significant cycles in silver prices lasting 5.58 years and 31 years, respectively. The next peak in this combined cycle is forecast for July-August 2013, which would imply a new all-time high in the silver price in excess of US$50/oz(the current price is US$31.47/oz.). Having underperformed significantly from their most recent price relative peaks in 2011, the risk/reward trade-off for premier silver mining stocks, like Fresnillo (quoted in London) andPan American Silver (North America) looks favourable.

Myelchreest’s full MUST READ report on silver is below: [Read more...]

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Inflationary Deflation: Creating a Bubble in New Money

December 15, 2012 By 11 Comments

Paul Mylchreest has released the December Thunder Road Report, titled Inflationary Deflation: Creating a Bubble in New Money. The report is 75 MUST READ pages detailing the END GAME to the largest debt bubble in the history of the world: a massive cost-push hyperinflationary collapse of the US dollar.

This is the biggest debt bubble in history. Each time DEFLATIONARY forces re-assert themselves, offsetting INFLATIONARY forces (monetary stimulus in some form) have to be correspondingly more aggressive to keep systemic failure at bay. The avoidance of a typical deflationary resolution of this Long Wave is incubating a coming wave of inflation.   This will not be the conventional demand pull inflation understood by most economists.
The end game is an inflationary/currency crisis, dislocation across credit and derivatives markets, and the transition to a new monetary system, with a new reserve currency replacing the dollar.  This makes gold and silver the go-to assets for capital preservation. 

Full 75 page December Thunder Road Report below: [Read more...]

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Cigarettes and Collateral – Debt Ponzi Showing Early Signs of Resistance to QE

November 9, 2012 By 12 Comments

Paul Mylchreest’s latest Thunder Road Report examines various cyclical indications pointing towards a loss in momentum of the artificial recovery facilitated by Fed stimulus/printing actions.

2013 is shaping up to need another major push on the global reflation trade in the form of colossal amounts of money printing by central banks.When in doubt, it’s fairly certain that central banks can be counted on todo even more of the same. They are also facing an additional headwind which has been overlooked. Beginning next year, new regulations (Dodd-Frank, etc) will require an additional one trillion dollars plus of collateral toback the $648 trillion OTC derivatives market.

Full Thunder Road Report Below:

[Read more...]

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Is Gold a Giffen Good?

October 12, 2012 By 5 Comments

Paul Mylchreest has released the October Thunder Road Report, titled Is Gold a Giffen Good?
For those unfamiliar with the term, a Giffen good is one which violates the normal laws of supply and demand, i.e. instead of falling, demand rises as the price increases.
This certainly appears to be the case with not only gold, but particularly with the investment silver market.  Mylchreest takes an excellent in-depth look at gold and it’s supply/demand fundamentals.  Is the HUI gold bug’s index signaling a bottom in the gold price? [Read more...]

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